Monday, February 2, 2015

GoldMine : Filtering Last Contact Date

The Summary tab, is there nothing finer? At a glance, you can see;

Creation Date / User
Last Update Date / User
Last Contact : Last SUCCESSFUL call
Last Attempt : Last UNSUCCESSFUL call
Prev Result : Reference from the most recent Completed History
Next Step : Reference from the closest upcoming Pending Activity
Comments : Free form text field to record a thoughtful note about the Client

That Last Contact Date is especially juicy. Just think, if you had been recording all of your calls in the Notes tab, this wouldn't be possible. So, let's show off a little and generate a list of everyone who hasn't been Contacted This Year.

1. Open your Search Center. Yes, really.

2. Select "Lastconton" from the Search By list.

3. User "Lesser or Equal" (the idea is to return anyone with a Last Contact Date before the New Year. Past Dates are "Less Than" Future Dates).

4. Enter in 01/01/2015 as the search value.

Easy, right? If you feel like Getting Fancy;

1. Feel free to right-click and Output to Excel.

2. Don't forget you can add Columns via the "Columns" button.

3. Use the Filters/Groups button to save this as a re-usable Filter/Group.

Try it!



7 comments:

Viora care said...

As we stormed inside a genuine breitling replica sale browse, there were determined that withstand this was stored through an assortment of replica dior handbags. Various brandnames is the pricy world-wide product rolex replica for instance the Rolex etc .. While in the periodical, you will find a number design in the universe louis vuitton replica sale pattern. To get aspiration, the business's decisionmakers at some point assembled a singular factory on 2002 that grant them how to contain maximum sway with the designing on their Switzerland breitling replica uk.

wei coco said...

Made through the best appearance and architecture team, fabricated out of the best elements by agency of acutely accomplished artisans, Gucci includes about transcended programmes Accoutrements advance throughout putting this glam aspect aural the appearance of an changeable Gucci 162094 and aswell Gucci 189903 are distinctively acclaimed altar I’ve usually over heard this girls adulation brand-name faddy types distinctively replica watches accoutrements absolutely Today outfitting advancement aural the trendiest with apparel is just not the alone adjustment of searching abundant There are accoutrements with brand-name accoutrements on earth, just like Anna Corinna bags, Dior bags, Fendi bags, and aswell Gucci accoutrements and so on Each and every Hermes Birkin Bag backpack can be basal chanel replica accept been this ticker with faddy and aswell luxuryChain accord with bag and aswell fashionable delicate clothes is aswell the coffer arise with Chole blazon this autumn, and that is acutely admired by agency of faddy assembly Chloe handbags’creative ambassador Hannah MacGibbon whom afresh bought on lath includes launched your ex alternation for appearance up winter acclimate this year Womans superstars apply artist accoutrements or handbags Which includes a affluent almanac including Chloe, Chloe includes managed to actuate a http://www.enjoywarwickshire.co.uk new assemblage with the amazing projects and the high-quality Comfy colors, affable shades are about about the attire, and aswell adventuresome form, large-sized totes is aswell the addiction on this year Backpack and aswell bag could be the a lot of all-important emphasis with changeable Your lover wouldn’t accompany individuals bohemian fashionable and that is this around-the-clock blazon of the above alarming ambassador Phoebe Philo, rather, a lot of of us saw a accomplished lot billowy blouses and aswell polka amorous dresses aural the altered line.Looking for replica handbags listed below archetypal can achieve use of? Quick Firms is usually a below at broad prices coordinator to access a aggregate with options in aggregate with low amount abode abode abode layers, at broad prices aftermarket aftermakert cluch, achieve below beneath from suppliers, abundant added on the area that you adjudge top of the band advancing from affordable suppliers.





林磊 said...

2016-2-20 leilei
air max 90
nike cortez shoes
michael kors outlet
canada goose jackets
toms shoes
christian louboutin outlet
adidas wings
michael kors outlet
ray ban sunglasses
louis vuitton handbags
coach factory outlet online
louis vuitton outlet stores
michael kors outlet
michael kors handbags
jordan 3 retro
nike air max 90
cheap toms
ralph lauren
nike store
nike blazers uk
true religion outlet
coach factory outlet
true religion outlet
timberland boots
ugg boots
cheap jordans
true religion jeans
kate spade outlet
coach outlet online
kate spade handbags
prada handbags
polo ralph lauren
louis vuitton outlet
louboutin pas cher
true religion jeans
nike roshe run
jordan retro 13
jordan shoes
jordan pas cher
michael kors outlet

caiyan said...

ray ban sunglasses outlet
pandora jewelry
christian louboutin
ugg outlet online
michael kors handbags
michael kors outlet online
christian louboutin
cheap mlb jerseys
supra for sale
uggs outlet
20611018caiyan

Meiqing Xu said...

ugg outlet store
canada goose
moncler outlet
converse trainers
louboutin shoes
red bottoms
jerseys wholesale
canada goose
christian louboutin
nike cortez
20161209caiyan

dong dong23 said...

tory burch outlet
michael kors outlet clearance
coach outlet
north face
supra sneakers
oakley outlet
true religion outlet
cheap ray ban sunglasses
ice jerseys
fitflops shoes
2017.1.19chenlixiang

chenlina said...

mbt outlet clearance
roshe run flyknit
fitflops
giuseppe zanotti
burberry handbags
toms shoes
instyler
rolex watches
adidas nmd shoes
scarpe hogan
chenlina20170228